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Added 5 mins ago
CM
Associate, Advisory (Toronto)
ClearBlue Markets
Toronto, ON
- Full-time
…relationship at working and management level, and delivering high quality strategic consulting day in and day…
Added 5 mins ago
D
Senior Delivery Consultant
Diligent
Vancouver, BC
- Full-time
…product enablement lifecycle. This role serves as a trusted advisor to customers, helping drive successful adoption of Diligent solutions while reducing implementation risk through best…
Added 5 mins ago
B
Evidence Delivery Associate/Manager, Medical Evidence Canada
Brunel
Mississauga, ON
- Full-time
…stakeholders include but not limited to Medical Affairs (e.g., Medical Advisor), Drug Supply, Regulatory, Patient Safety, Legal, Finance, and ESR Governance and Operations. This role…
Added 5 mins ago
VC
Director, Project Accounting
Valard Construction
AB · Edmonton, AB
- Full-time
Set quality standards for percentage-of-completion accounting and approve significant estimate-at-completion adjustments
Added 20 mins ago
P
Data & AI Transformation Director
PwC
Toronto, ON
- Full-time
Own program outcomes including scope, budget, governance, risk management, quality, and delivery success.
Added 20 mins ago
M
Manager, Valuations
MNP
Winnipeg, MB
- Full-time
…accurately measure the value of their operations. As a trusted advisor, you’ll provide independent and reliable business valuations that empower clients to advance their strategic goals and…
Added 20 mins ago
D
Advisor, Procurement and purchasing
Desjardins
Levis, QC · Montreal, QC
- Full-time
As a purchasing and procurement advisor, you help finalize contractual agreements with the organization’s partners for the purchase and rental of goods and services. Your responsibilities…
Added 20 mins ago
D
Wealth Management Advisor
Desjardins
Disraeli, QC · Caisse Desjardins du Carrefour des lacs
- Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 20 mins ago
D
Wealth Management Advisor
Desjardins
Longueuil, QC
- Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 20 mins ago
D
Personal Finance Advisor
Desjardins
Granby, QC · Caisse Desjardins de Granby-Haute-Yamaska
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 35 mins ago
M
Strategic Partnership Manager
Manulife
Halifax, NS · Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
Function as a trusted advisor, ensuring alignment with all Procurement policies, sourcing best practices, and enterprise standards related to contracting.
Added 35 mins ago
WORKFORCE CONSULTANT
City of Toronto
Toronto, ON
Reporting to the Advisor Strategic Workforce Development, as a Workforce Consultant you will coordinate a wide range of workforce and organizational development initiatives, solutions,…
Added 35 mins ago
CW
Senior Workplace Design Specialist
CTI Working Environments Inc.
Mississauga, ON
- Full-time
…clients, you will support successful project delivery through high-quality drawings, technical documentation, and responsive…
Added 35 mins ago
H
H&M Sales Advisor
H&M
BC · West Vancouver, BC
- Part-time
As a Sales Advisor, you'll be responsible for providing excellent customer service, welcoming & guiding customers through your store to actively sell our products and providing customers…
Added 36 mins ago
RI
Growth Marketing Manager
Realtax Inc.
Newmarket, ON
- Full-time
Added 36 mins ago
TI
Executive Assistant
TalentMinded Inc.
New Westminster, BC
- Full-time
…pride in being someone others can depend on to deliver high-quality work and keep important priorities…
Added 36 mins ago
GC
Financial Controller
Genuine Comfort
Winnipeg, MB
- Full-time
You will also have the opportunity to develop a team, improve how finance operates, and strengthen the quality of insight available to business leaders. It is a role for someone who enjoys…
Added 36 mins ago
HL
Director, IT - Virtù Hospitality
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Winnipeg, MB
- Full-time
Serve as a trusted advisor to senior leadership, delivering insights on technology performance, cybersecurity, risk management, emerging trends, and strategic opportunities.
Added 50 mins ago
RB
Associate
Royal Bank of Canada
West Vancouver, BC
- Full-time
You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team.
Added 1 hour ago
TU
Traffic Control Person (TCP)
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Langford, BC
- Full-time
…and hazards. You will also play a critical role in upholding quality, delivery, safety, and responsiveness requirements, ensuring that the company's operations run smoothly and without…
Added 1 hour ago
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Beauty Advisor/Artist Freelancer/On-Call - Jo Malone London - Richmond, BC
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Beauty Advisor/Artist Freelancer/On-Call - Jo Malone London - Metropolis - Burnaby BC
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Desjardins

Advisor, Personal

Montreal, QC, Canada
Complexe Desjardins Montréal, Canada

Full-time

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Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 6, 2026
Posting language: English
Posted: Oct 27, 2026

Original job description

As a personal advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You provide service tailored to client needs in accordance with current strategies and practices. You help develop and maintain business relationships with members and clients. You drive results by reviewing special requests and promoting and selling specialized products and services that meet client needs. You ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. You help analyze member/client needs, develop and implement personalized solutions, and propose integrated service offers. You support current and potential members and clients, represent the organization and help negotiate agreements with clients. Interpersonal savvy is therefore essential. More specifically, you will be required to:

Establish an advisory relationship by identifying current and potential needs and supporting client retention
Advise members and clients on specialized products, services and solutions and ensure member/client satisfaction. Analyze and meet special client needs, handle requests and follow up as needed
Collect, compile and analyze data. Prepare reports and recommendations
Stay on top of the latest standards, products and services in your field

What we offer*

Competitive salary and annual bonus
4 weeks of flexible vacation starting in the first year
Defined benefit pension plan that provides predictable, stable income throughout retirement
Group insurance including telemedicine
Reimbursement of health and wellness expenses and telework equipment

* Benefits apply based on eligibility criteria.

What you bring to the table

College diploma in a related field
A minimum of two years of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
Mutual fund representative certificate – Autorité des marchés financiers
Knowledge of French is required

Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning

Equity, Diversity, Inclusion and Accessibility

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Trade Union (If applicable)

Job Family

Member/client sales and service (FG)

Unposting Date

2026-11-5

Apply About employer

More about this job

Responsibilities

The personal advisor is responsible for developing and maintaining business relationships while providing tailored financial solutions to members and clients. They must also analyze client needs, promote specialized products, and ensure high-quality service standards are met.

Requirements

Candidates must possess a college diploma in a related field and at least two years of relevant experience. A Mutual fund representative certificate from the Autorité des marchés financiers is also required.

Skills

Client retention
Sales
Financial advisory
Data analysis
Reporting
Negotiation
Interpersonal savvy
Customer focus
Action oriented
Nimble learning

Benefits

Competitive salary
Annual bonus
4 weeks of flexible vacation
Defined benefit pension plan
Group insurance
Telemedicine
Reimbursement of health and wellness expenses
Telework equipment

Visa sponsorship

Not detected in the job text

Keywords

Personal Advisor
Business Development
Client Retention
Financial Products
Mutual Fund Representative
Data Analysis
Reporting
Negotiation
Customer Satisfaction
Hybrid Work
Pension Plan
Group Insurance
Telemedicine
Wellness Expenses
Telework Equipment
Equity
Diversity
Inclusion
Accessibility

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